Morningstar

State Street Target Retirement 2040 K SSCQX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 15.23  /  −0.52 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 2.07%
  • Turnover 12%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:19 PM GMT+0

Morningstar’s Analysis SSCQX

Will SSCQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSCQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSCQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling and strategic target-date option.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

State Street Target Retirement’s well-rounded team thoughtfully constructs a diversified and low-cost offering, continually enhanced through its robust research.

by Megan Pacholok
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSCQX

More SSCQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Equity 500 Index II

33.47 905.6 Mil
—

State Street Glb All Cap Eq ex-US Idx

33.05 894.2 Mil
—

State Street Small/Mid Cap Equity Index

11.17 302.2 Mil
—

State Street Aggregate Bond Idx

10.83 293.1 Mil
—

SPDR® Portfolio Long Term Treasury ETF

9.90 267.8 Mil
—

SPDR® Blmbg High Yield Bd ETF

1.38 37.2 Mil
—

Ssi Us Gov Money Market Class State Street Inst Us Gov

0.21 5.6 Mil
Cash and Equivalents

Usd

0.00 38
Cash and Equivalents

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